-10.6%
BA vs ZS
-31.8%
+21.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | +5.9% | -12.3% | +18.2% | +5.8% |
| 30D | -8.2% | +11.2% | -19.4% | -8.1% |
| 3M | -25.4% | +37.5% | -62.9% | -25.2% |
| 6M | -20.0% | +57.8% | -77.9% | -20.3% |
| YTD | -18.5% | -0.2% | -18.3% | -18.2% |
| 1Y | -10.6% | -31.6% | +21.0% | -11.2% |
| All | -10.6% | -31.8% | +21.2% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling